SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 78 filers reported holding SCHWAB STRATEGIC TR in Q1 2015. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2019 | $1,263,000 | +17.4% | 38,045 | +8.2% | 0.38% | +5.8% |
Q4 2018 | $1,076,000 | +1437.1% | 35,155 | +1680.9% | 0.36% | +1545.5% |
Q3 2018 | $70,000 | 0.0% | 1,974 | 0.0% | 0.02% | -4.3% |
Q2 2018 | $70,000 | -5.4% | 1,974 | 0.0% | 0.02% | -8.0% |
Q1 2018 | $74,000 | -69.8% | 1,974 | -69.1% | 0.02% | -69.5% |
Q4 2017 | $245,000 | +7.0% | 6,394 | -0.0% | 0.08% | 0.0% |
Q3 2017 | $229,000 | +2.7% | 6,395 | 0.0% | 0.08% | -1.2% |
Q2 2017 | $223,000 | -5.1% | 6,395 | -14.9% | 0.08% | -9.8% |
Q1 2017 | $235,000 | -89.7% | 7,513 | -90.5% | 0.09% | -90.5% |
Q4 2016 | $2,291,000 | -5.7% | 78,745 | +0.1% | 0.97% | -6.3% |
Q3 2016 | $2,429,000 | +10.1% | 78,674 | +2.7% | 1.04% | +3.2% |
Q2 2016 | $2,206,000 | +2.0% | 76,610 | +2.6% | 1.01% | -1.8% |
Q1 2016 | $2,162,000 | +2.0% | 74,696 | +1.6% | 1.02% | +0.5% |
Q4 2015 | $2,120,000 | -16.5% | 73,535 | -17.4% | 1.02% | -14.7% |
Q3 2015 | $2,539,000 | +25.8% | 88,977 | +38.9% | 1.20% | +27.7% |
Q2 2015 | $2,018,000 | +84.0% | 64,049 | +76.1% | 0.94% | +79.7% |
Q1 2015 | $1,097,000 | – | 36,381 | – | 0.52% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Mokosak Advisory Group, LLC | 278,202 | $10,198,000 | 7.90% |
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 190,671 | $6,984,000 | 6.05% |
Tradewinds Capital Management, LLC | 332,248 | $12,170,000 | 5.94% |
Northwest Capital Management Inc | 131,981 | $4,834,000 | 5.30% |
Relaxing Retirement Coach | 403,916 | $14,797,000 | 4.81% |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1,668,358 | $63,514,000 | 4.50% |
Brouwer & Janachowski, LLC | 588,657 | $21,563,000 | 4.05% |
Peak Financial Management, Inc. | 536,174 | $19,640,000 | 3.72% |
MATHER GROUP, LLC. | 898,815 | $32,924,000 | 3.66% |
Courage Miller Partners, LLC | 128,863 | $4,720,000 | 2.86% |